Concurrent Investment Advisors, LLC
Holdings in HTB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $665,999 | 15,510 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $505,527 | 12,348 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $461,938 | 12,348 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $423,289 | 12,348 | Shares | Sole | 2025-04-29 |